See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,549 | $55,449+377.1% | $83,848+215.5% | $56,287+370.0% |
| Participation rate | 84.8% | 68.0%+16.8pp | 76.1%+8.7pp | 69.9%+15.0pp |
| Annual return | 9.92% | -1.38%+11.3pp | 850.88%-841.0pp | -9.96%+19.9pp |
| Employer contribution / active EE | $11,853 | $2,430+387.7% | $3,631+226.5% | $2,111+461.5% |
| Participant deferral / active EE | $2,399 | $2,935-18.3% | $4,082-41.2% | $3,350-28.4% |
| Admin fee / account holder | $20,975 | $656+3097.4% | $5,478+282.9% | $521+3926.3% |